Adding Users

• If you log on as a normal user, with no administrator rights, the page displays your own details and you cannot add users, edit details, or view details of other users.
• If you log on as a user that is a member of the SunSystems Administrator group, you can view and edit details for existing users, and add details for new users.

User Name

The name of the user. This is the name used to log on, so you may wish to use a short format such as Joe Smith.

Full Name

You can use this field to record the user's full name which may not be appropriate as a log on name, such as Mr. Joseph Smith.

Description

Use this field to record a detailed description of the user, such as job title or department.

Title

Use this field to record the user's department or position within your organization.

Preferred Language

From the drop-down list, select the user's preferred language. This will control the Security Console interface.

Uwaga: If you select Arabic as the preferred language for a user, you also have the option of using the Hijri calendar throughout SunSystems for that user. The calculation method for Hijri dates is based on the Umm al-Qura version of the calendar.

Email Address

Optionally, enter the email address of this user.

Lock Status

Once a user record has been created, this field is available to administrators and shows whether the user is unlocked or locked. If they are unlocked, then they are free to use the system; if they are locked, for example, because of using an invalid password, it means they cannot log on to the system. Click the browse button next to this field to display the Lock Status Details dialog which provides more information. Using this dialog, the administrator can change the status of a user from Unlocked to Locked, and vice versa.

Last Logon Date

This field is available to administrators only and shows the date this user last logged on to SunSystems. If the user has never logged on, this field displays the date they were created.

Photo

You can upload a photo to be associated to the user. Use the browse button to navigate to the required picture file.

See Groups and Adding, Editing, and Copying Groups for more information.

Operator Code

Enter a code to identify this SunSystems user. The Operator Code must be three characters long, and is utilized by SunSystems to represent the user you are creating in Security Console. Once created, this SunSystems operator is mapped to the User Name.

Uwaga: This is not the code used to log on to SunSystems. The User Name is used to log on.

Uwaga: Operator Codes must not contain accented characters.

Status

Status.

Lookup Code

Lookup code.

Short Heading

Short heading.

Default Business Unit

Select the default business unit for the operator. This allows the operator to access forms for a specific business unit. However, operators can still use alternative business units by using Change Business Unit (CBU).

Default Ledger

Select the default ledger for this Operator ID. This prevents budget code requests for those functions that do not have a budget code specifically defined.

Language

The language to be used for this Operator ID.

Temporary Work Folder

This is a folder where temporary files are stored. If left blank, temporary files are stored in the SunSystems program directory.

Uwaga: Environment variables can be entered in the format $AAA\, where AAA is the environment variable name, and shared folders on remote computers can be entered in the format \\BBB\CCC , where BBB is the name of the remote computer and CCC the name of the shared folder.

Default Transaction Date

Default transaction date.

Set Operating System Date

Select a login date setting. The options are:

Confirm at Login

the date is supplied and can be changed, but must be confirmed.

Automatic

the date is supplied and cannot be changed. No confirmation is required.

Force Entry

the date must be entered by the operator.

Data Source

Select a source for the date setting. The options are:

• Obtain Date From Server
• Use Client Date.

See Security Policy for more information about these settings.

On the Authentication tab, specify this information:

Standard Authentication

Enable Standard Authentication

Enable standard authentication.

Password

Password.

User must change password at next login

User must change password at next login.

Windows Authentication

Enable Single Sign-on

Enable single sign-on.

Enable Workflow Approval

Enable workflow approval.

Windows Account

Windows account.

UPN

UPN.

Directory Service Authentication

Uwaga: These fields are only activated after setting up a Directory Service.

Enable Directory Service Authentication

Check this check box if you want to use Directory Service authentication.

Directory Service Account

Click the Query button to display the Select Directory Service Account dialog. Enter the required Account, Search/Find and highlight the required user name, and then click OK.

Enable user for Authorization

Check this check box to enable the user to authorize financial transactions.

Authorization Password

The password the user must enter to authorize a set of transactions.

Invalid Authorizations Count

A count of the number of times this user has attempted to enter an incorrect Authorization Password.

Uwaga: If a user locks their authorization password by entering it incorrectly on three consecutive occasions, the administrator can reset it by changing the value in this field to 0 zero.